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Portfolio (Quarterly) Guide ↗

Client First Capital LLC

· CIK 0001822065
13F Portfolio $251M AUM 28 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 3 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CLOA BLACKROCK ETF TRUST II 137,395.0 $7.1M 2.84% +3K +2.2% $51.91 -0.1%
2 HD HOME DEPOT INC Consumer Cyclical 2,052.0 $724K 0.29% +12.0 +0.6% $352.68 -9.0%
3 CALI BLACKROCK ETF TRUST II 8,355.0 $422K 0.17% +78.0 +0.9% $50.54 -0.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 96.0%
Healthcare 1.4%
Consumer Cyclical 1.0%
Technology 0.7%
Communication Services 0.5%
Industrials 0.5%